Landmark Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History
Landmark Wealth Management, LLC
- $226 Million
- Q4 2024
A detailed history of Landmark Wealth Management, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Landmark Wealth Management, LLC holds 81,013 shares of SCHH stock, worth $1.77 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
81,013
Previous 78,326
3.43%
Holding current value
$1.77 Million
Previous $1.82 Million
6.01%
% of portfolio
0.76%
Previous 0.79%
Shares
11 transactions
Others Institutions Holding SCHH
# of Institutions
556Shares Held
177MCall Options Held
20.1KPut Options Held
81.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA53.8MShares$1.18 Billion2.39% of portfolio
-
Us Bancorp \De\28.4MShares$621 Million0.79% of portfolio
-
Creative Planning Overland Park, KS24.3MShares$530 Million0.5% of portfolio
-
Northwestern Mutual Wealth Management CO7.65MShares$167 Million0.14% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.23MShares$158 Million0.55% of portfolio